Tax Manager - Private Wealth (NorCal Tax)

Baker Tilly Advisory Group, LP; San Francisco (CA); On-site; USD 113,000 - 173,000; Full time

Benefits offered by this job

My Time Off

My Development

Dress for Your Day

Job summary

Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to high-net-worth individuals and private entities. You will mentor staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice.

You’ll join a fast-growing firm offering upward career trajectory, flexible work arrangements, and opportunities for professional development through firm programs.

Qualifications

• 4-year degree required.
• Master's or advanced degree preferred.
• CPA, Law License, or Enrolled Agent required.
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm.
• Two (2) years of supervisory experience, mentoring and counseling associates.
• Prefer candidates with experience in Private Wealth/Private Client Services.

Responsibilities

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities.
• Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns.
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax.
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations.
• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs.
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients.
• Support the growth and development of team members.
• Enjoy friendships, social activities and team outings that encourage a work-life balance.

Skills

Tax compliance

Client advisory

Leadership/Supervision

Financial analysis

Communication

Microsoft Office

Education

Bachelor’s degree

Master’s degree preferred

CPA/Law/Enrolled Agent

Tools

Microsoft Office

Tax software

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Job Description

Now that Baker Tilly and Moss Adams have combined to be the #6 public accounting and advisory firm in the nation, it's a great time to join Baker Tilly as we continue to grow. Join Baker Tilly as a Tax Manager with our Private Wealth/PCS team in NorCal! This is a great opportunity to be a valued advisor delivering tax compliance and and business advisory services to individuals and small business clients. You will work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the firm’s success. Additionally, you will be a mentor and a coach to a group of talented staff, utilizing your experience to help develop their technical and professional skills. If you are invigorated by these exciting challenges, then this could be the right opportunity for you! As one of the fastest growing firms in the nation, BT has the ability to offer you upward career trajectory, flexibility in how and where you get your work done and meaningful relationships with clients, teammates and leadership who truly care about you and your development.

You’ll enjoy this role if:

• You are looking for an opportunity to expand your career in small business tax and accounting, becoming an expert to the clients you serve
• You can see yourself as a trusted business advisor, working face-to-face with clients to find creative solutions to complex accounting and business challenges
• You want to work for a leading CPA advisory firm who serves their clients with their clients’ and employees’ best interests in mind and are transparent in their decisions
• You value your development and want to work for a firm that provides you the autonomy to own your schedule and career through programs (ask us about My Time Off, My Development and Dress for Your Day!)
• You want to contribute to your engagement team’s professional growth and enhance your own skills to build a career with opportunities now, for tomorrow

What you will do

• Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices and their private businesses and/or investment entities
• Perform complex individual, partnership, S-corp, trust, estate, gift and state tax returns
• Work on multiple engagements that deliver proactive tax planning and strategic consulting including federal estate, gift, charitable planning and generation skipping tax
• Build on technical competence by keeping up-to-date on trends, developments and technical authorities and apply them to complex situations
• Learn and grow from direct and on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and externally with clients
• Support the growth and development of team members
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Qualifications

• 4-year degree required
• Master's or advanced degree preferred
• CPA, Law License, or Enrolled Agent required
• Five (5) years of experience providing tax compliance, accounting and advisory services in a professional services firm
• Two (2) years of supervisory experience, mentoring and counseling associates
• Prefer candidates with experience in Private Wealth/Private Client Services
• Demonstrated management, analytical, organization, interpersonal, project management, communication skills
• Ability to lead and supervise others, provide exceptional client service, demonstrate commitment to continuous learning in order to stay current regarding applicable strategies, see the 'big picture' as well as the details, display appropriate ethical knowledge and commitment, and exhibit a sense of urgency and commitment to quality and the timely completion of projects
• Highly developed software and Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship preferred

Salary and Benefits

The pay rate ranges for this position are listed below. Actual compensation is influenced by a variety of relevant factors including but not limited to applicant’s skills, prior experience, qualifications, degrees, professional certifications, work arrangements and geographic location. Baker Tilly offers a comprehensive compensation and benefits package to eligible employees: Life at Baker Tilly | Baker Tilly The national pay rate range is: $91, 220 - $172, 990. In CA: pay rate range is: $112, 500 to $172, 950 #LI-MS Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure, in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards.

Accommodations

If you have a special request or need that requires accommodations to fully participate in interviewing or onboarding, please submit your request using the “Contact Us” feature on our Careers page. A member of our People Solutions team will follow up with you to discuss your specific needs.